Position in NU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$277,700
-$85,675 QoQ
Shares Held
19,325
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Gibbs Wealth Management holds $4,486,117 across 10 Banks - Regional names. NU ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
13,370 | $1,042,726 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
24,267 | $867,302 | |
| 3 | USB |
US Bancorp De
|
12,320 | $640,763 | |
| 4 | LYG |
Lloyds Banking Group plc
|
120,811 | $607,679 | |
| 5 | TFIN |
Triumph Financial, Inc.
|
5,222 | $311,544 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,398 | $290,909 | |
| 7 | NU |
Nu Holdings Ltd.
This page
|
19,325 | $277,700 | |
| 8 | NWG |
NatWest Group plc
|
16,257 | $242,229 |
All Filings in NU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,700 | 19,325 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $363,375 | 21,707 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $404,444 | 25,262 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $443,540 | 32,328 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $270,469 | 26,413 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $168,774 | 16,291 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||